Fosun International Ltd More: the full row for Fosun International Ltd 4,890 $1.46M 0.33% -2,409 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,887 $1.46M 0.05% -1,415 13F-HR Timeline Group Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 5,226 $1.45M 0.16% +456 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 4,873 $1.45M 0.03% +4,478 13F-HR Timeline Group Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 5,174 $1.44M 0.14% new 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 4,818 $1.44M 0.39% -25 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 4,794 $1.43M 0.13% new 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 4,778 $1.42M 0.02% -657 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 4,745 $1.41M 1.09% +334 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 4,728 $1.41M 0.35% -1,112 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,714 $1.4M 0.02% +1,164 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 4,677 $1.39M 0.1% -8,760 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 4,670 $1.39M 0.03% new 13F-HR Timeline Nippon Life Global Investors Americas, … More: the full row for Nippon Life Global Investors Americas, Inc. 4,650 $1.39M 0.06% -3,430 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 4,642 $1.38M 0.2% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4,639 $1.38M 0.07% +871 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 4,623 $1.38M 0.15% -19,773 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 4,612 $1.37M 0.05% +1,919 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 4,604 $1.37M 0.43% +204 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 4,599 $1.37M 0.22% +17 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 4,595 $1.37M 0.02% new 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 4,576 $1.36M 0.09% -64 13F-HR Timeline Group FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 4,563 $1.36M 0.08% +1,181 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 4,552 $1.36M 0.15% -10,071 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 4,549 $1.36M 0.21% new 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 4,542 $1.35M 0.25% +2,860 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 4,541 $1.35M 0.08% +800 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 4,538 $1.35M 0.01% new 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 4,525 $1.35M 0.01% -1,673 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 4,517 $1.35M 0.06% -3,099 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 4,484 $1.34M 0.6% new 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 4,446 $1.32M +1,426 Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 4,440 $1.32M 0.05% -23,865 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 4,421 $1.32M 0.08% +167 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 4,413 $1.31M 0.01% -4,548 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 4,411 $1.31M 0.09% +571 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 4,408 $1.31M 0.32% -1,017 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 4,380 $1.3M 0.13% +149 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 4,380 $1.3M 0.18% -370 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 4,379 $1.3M 0.15% -1,608 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 4,367 $1.3M 0.15% +683 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 4,363 $1.3M 0.09% +3,851 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 4,337 $1.29M 0.37% +746 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 4,284 $1.28M 0.05% -1,345 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 4,275 $1.27M 0.69% +3,239 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 4,265 $1.27M 0.36% new 13F-HR Timeline Whetstone Capital Advisors, LLC More: the full row for Whetstone Capital Advisors, LLC 4,238 $1.26M 0.33% new 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 4,238 $1.26M 0.44% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 4,228 $1.26M 0.02% +559 13F-HR Timeline MAVERICK CAPITAL LTD More: the full row for MAVERICK CAPITAL LTD 4,226 $1.26M 0.01% -183,934 13F-HR Timeline ABS Investment Management LLC More: the full row for ABS Investment Management LLC 596 $1.25M 0.8% 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 4,192 $1.25M 0.22% -100 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 4,173 $1.24M 0.34% +1,848 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 4,168 $1.24M 0.08% +209 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 4,560 $1.24M 0.16% +433 13F-HR Timeline GAMCO Investors (Gabelli) group of 2 filers holding More: the full row for GAMCO Investors (Gabelli) 4,146 $1.24M -388 Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 4,140 $1.23M 0.03% +701 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 4,139 $1.23M 0.43% -5 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,128 $1.23M 0.11% +19 13F-HR Timeline NBH Bank More: the full row for NBH Bank 4,128 $1.23M 0.52% 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 4,118 $1.23M 0.13% new 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 4,113 $1.23M 0.04% new 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 4,110 $1.22M 0.28% +155 13F-HR Timeline Goldenstone Wealth Management LLC More: the full row for Goldenstone Wealth Management LLC 4,094 $1.22M 0.8% +15 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,087 $1.22M 0.1% -3,197 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 4,070 $1.21M 0.27% -80 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 4,063 $1.21M 0.5% +103 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 4,029 $1.2M 0.3% -20,371 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,018 $1.2M 0.01% +2,214 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 4,016 $1.2M 0.02% +601 13F-HR Timeline Group Vann Equity Management LLC More: the full row for Vann Equity Management LLC 4,013 $1.2M 0.73% -28 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 4,907 $1.19M 0.03% +298 13F-HR Timeline Galaxy Digital Inc. in group Galaxy Group Investments LLC More: the full row for Galaxy Digital Inc. 4,000 $1.19M 0.19% new 13F-HR Timeline Group Connective Portfolio Management, LLC More: the full row for Connective Portfolio Management, LLC 4,000 $1.19M 1.98% new 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 3,995 $1.19M 0.11% -684 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 3,977 $1.18M 0.03% +711 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,966 $1.18M 0.01% +1,270 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 3,960 $1.18M 0.14% -1,200 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 3,950 $1.18M 0.13% -1,140 13F-HR Timeline TCFG Investment Advisors, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG Investment Advisors, LLC 3,933 $1.17M 0.39% +799 13F-HR Timeline Group Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,931 $1.17M 0.07% +82 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 3,923 $1.17M 0.34% -48 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 3,906 $1.16M 0.21% 13F-HR Timeline Guardian Partners Inc. in group GUARDIAN CAPITAL LP More: the full row for Guardian Partners Inc. 4,000 $1.16M 0.1% new 13F-HR Timeline Group BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 3,900 $1.16M 0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 3,898 $1.16M 0.07% +745 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,888 $1.16M 0.06% +139 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 3,874 $1.15M 0.15% new 13F-HR Timeline CAMBIAR INVESTORS LLC More: the full row for CAMBIAR INVESTORS LLC 3,849 $1.15M 0.05% -998 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 3,837 $1.14M 0.09% -961 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 3,837 $1.14M 0.19% +433 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 3,820 $1.14M 0.11% new 13F-HR Timeline Group Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 3,817 $1.14M 1.23% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 3,810 $1.13M 0.08% new 13F-HR Timeline Markin Asset Management, LP group of 2 filers holding More: the full row for Markin Asset Management, LP 3,764 $1.12M +1,178 Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 3,763 $1.12M 0.4% -884 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 3,760 $1.12M 0.08% 0 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 3,739 $1.11M 0.02% +1,507 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,738 $1.11M 0.02% -39,601 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 3,722 $1.11M 0.04% -151 13F-HR Timeline Group Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 3,717 $1.11M 0.42% +22 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 3,703 $1.1M 0.02% -263,406 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 3,702 $1.1M 0.14% -2,104 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 3,700 $1.1M 0.23% -10,000 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,691 $1.1M 0.05% +807 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 3,671 $1.09M 0.28% new 13F-HR Timeline Grandeur Peak Global Advisors, LLC More: the full row for Grandeur Peak Global Advisors, LLC 3,631 $1.08M 0.25% +1,835 13F-HR/A Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 3,623 $1.08M 0.21% +102 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 3,622 $1.08M 0.13% -1 13F-HR Timeline Monolith Management Ltd More: the full row for Monolith Management Ltd 3,600 $1.07M 0.65% new 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 3,569 $1.06M 0.01% -421 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 3,566 $1.06M 0.42% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 3,548 $1.06M 0.04% -255 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 3,544 $1.06M 0.39% +28 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 3,544 $1.06M 0.22% +72 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3,528 $1.05M 0.02% +13 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 3,527 $1.05M 0.24% -392 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 3,527 $1.05M 0.29% -72 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 3,522 $1.05M 0.05% +323 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,516 $1.05M 0.03% +683 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 3,515 $1.05M 0.03% -1 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 3,502 $1.04M 0.01% +3,467 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 3,498 $1.04M 0.24% 0 13F-HR Timeline Group RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 3,491 $1.04M 0.57% -133 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,487 $1.04M 0.04% +971 13F-HR Timeline JAT Capital Mgmt LP More: the full row for JAT Capital Mgmt LP 3,485 $1.04M 2.19% new 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 3,476 $1.04M 0.09% 0 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 3,454 $1.03M 0.02% new 13F-HR Timeline Linden Rose Investment LLC More: the full row for Linden Rose Investment LLC 3,452 $1.03M 0.8% new 13F-HR Timeline O'Neil Global Advisors, Inc. More: the full row for O'Neil Global Advisors, Inc. 3,439 $1.02M 0.23% new 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 3,435 $1.02M 0.1% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,430 $1.02M 0.27% -25 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 3,400 $1.01M 0.68% new 13F-HR Timeline Ardmore Road Asset Management LP More: the full row for Ardmore Road Asset Management LP 3,400 $1.01M 0.06% -160,812 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 3,531 $1.01M 0.12% +3,171 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 3,396 $1.01M 0.85% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 3,386 $1.01M 0.02% +851 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 3,378 $1.01M 0.12% +863 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 3,374 $1.01M 0.01% new 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 3,366 $1M 0.23% +354 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 3,347 $997K 0.43% -658 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 3,347 $997K 0.05% +699 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 3,326 $991K 0.05% new 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 3,324 $990K 0.09% +1 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 3,321 $989K 0.01% -161,424 13F-HR Timeline Group Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 3,321 $989K 0.36% +131 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 3,319 $989K 0.04% +150 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,314 $987K 0.01% +815 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 3,281 $977K 0.18% 0 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 3,281 $977K 0.04% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 3,280 $977K 0.08% +583 13F-HR Timeline AustralianSuper Pty Ltd More: the full row for AustralianSuper Pty Ltd 3,264 $972K <0.01% new 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 3,255 $970K 0.03% +88 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 3,250 $968K 0.13% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,243 $966K 0.02% +148 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 3,232 $963K 0.03% -11 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 3,231 $962K 0.03% -558 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 3,210 $956K 0.05% new 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 3,208 $956K 0.04% new 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 3,203 $954K 0.13% 0 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 3,200 $953K 0.03% 0 13F-HR Timeline JW Asset Management, LLC More: the full row for JW Asset Management, LLC 3,200 $953K 0.3% new 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 3,200 $953K 0.49% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 3,180 $947K 0.04% -3,763 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 3,178 $947K 0.06% +784 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 3,178 $946K 0.34% -5,052 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 3,174 $946K 0.39% -14 13F-HR Timeline Group SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 3,172 $945K 0.07% -996 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 3,172 $945K 0.12% -1,204 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 3,168 $944K 0.06% -1,049 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 3,165 $943K 0.2% +330 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 3,139 $935K 0.09% +672 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,136 $934K 0.03% -30 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,128 $932K 0.03% +94 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 3,128 $932K 0.07% +605 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,111 $927K 0.04% new 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 3,103 $924K 0.32% -360 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,103 $924K 0.06% -328 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 3,097 $923K 0.15% -2,337 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 3,377 $919K 0.18% +150 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 3,078 $917K 0.03% -2,624 13F-HR Timeline Group Twin Tree Management, LP More: the full row for Twin Tree Management, LP 3,069 $914K 0.14% -41,240 13F-HR Timeline Anatole Investment Management Ltd More: the full row for Anatole Investment Management Ltd 3,061 $912K 0.15% new 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 3,058 $911K 0.28% new 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 3,049 $908K 0.06% +891 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 3,046 $907K 0.25% -2,357 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 4,294 $906K 0.02% -626 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,031 $903K 0.09% new 13F-HR Timeline First Business Financial Services, Inc. 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